James Wehner III is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with BOK Financial Securities and Bokf, Na since 2003. Outside of his advisory role, he is involved as a co-owner of private recreational property and in mineral rights operations related to oil leases. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm combines advisor-led client interaction with research and asset allocation by its Strategic Investment Advisors and is affiliated with a publicly traded bank holding company.

Micah Skebo is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Zinnia (formerly SE2) from 2020 to 2022. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies, utilizing quantitative, fundamental, and modern portfolio theory in its investment approach.

Lance Gorsuch is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial and Waddell & Reed Inc., as well as work with various insurance carriers. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools to manage diversified portfolios incorporating ETFs, mutual funds, fixed income, and option strategies, supported by a network of approximately 153 investment adviser representatives.

Donald Morse is a financial advisor with IHT Wealth Management LLC in Overland Park, KS. He holds the Series 66 designation and has 24 years of industry experience. Prior to joining IHT in 2017, he worked at NVISION Wealth Group and LPL Financial. He also operates Don Morse Wealth Management, an affiliated business used for accounting and tax purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing, offering tailored portfolio solutions through a network of investment adviser representatives.

Banks Wilson is a financial advisor at 49 Financial with a Series 65 credential and two years of industry experience. Prior to joining 49 Financial, he worked in property management and real estate firms. He also works as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach primarily using mutual funds and ETFs.

Addison Schubert is a financial advisor at American Century Investments Private Client Group, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at American Century Investment Services, American Century Investments, and the Missouri State Senate. Schubert also worked at Creekmoor Golf Club and Uber during his career. American Century Investments Private Client Group offers discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and business entities. Their investment approach utilizes model portfolios managed through strategic asset allocation and periodic rebalancing, primarily investing in American Century and Avantis mutual funds and ETFs.

Adam Galler is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Benefit Resource Partners and Bremer Bank. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Hunter Stobaugh is a financial advisor with Mariner Independent, holding a Series 66 designation and two years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he serves as Vice President of a local business networking group, facilitating meetings and membership growth. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a broad range of affiliated businesses and an extensive network of investment adviser representatives.

Tye Martin is a financial advisor with The Wealth Consulting Group who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has worked at WCG Wealth Advisors, V Wealth Advisors, LLC, LPL Financial, and V Wealth Management, LLC. Outside of his advisory roles, Martin is involved with business entities established for tax and investment purposes. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and supports clients through multiple custodial platforms and sponsored programs.

Gregory Giardino is a CFP® and Series 65 professional with seven years of industry experience. He has worked at Advisory Services Network since 2022 and previously at Mariner Wealth Advisors, Kansas State University, and Northwestern Mutual. He serves as President Elect of the Financial Planning Association of Greater Kansas City and is an adjunct professor in the Personal Financial Planning Program at Kansas State University. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing a broad range of investment strategies and flexible engagement models.

Matthew Jandera is a financial advisor at Creativeone Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creativeone Wealth since 2022. Prior to that, he was a producer assisting clients with insurance needs at The Guardian Group. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Wendall Kennedy is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for the past 10 years. Outside of his advisory role, he owns and manages an insurance business focusing on fixed insurance, annuities, long-term care, and health insurance. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and retirement-plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary accounts, utilizing a range of third-party investment programs.

Chad Clement is a financial advisor with UMB Financial Services, Inc. in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with UMB Insurance Inc, UMB Financial Services Inc, and UMB Bank since 2010. Outside of his advisory role, he volunteers as a mentor for Big Brothers Big Sisters, supporting a child in a single-parent home. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various wrap-fee programs. The firm employs both model-based and manager-driven investment approaches and offers access to a broad range of fixed income and equity products.

Joseph Hoglund is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Lewer Financial Advisors, Inc., Mass Mutual Investors Services, and MassMutual Highpoint Financial. Outside of his advisory role, he is also an insurance agent and provides associate advisory services through ChangePath. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based strategies, supported by quantitative and fundamental analysis.

Jeffrey Wilkinson is a CFP® with nine years of industry experience, currently serving as a financial advisor at The Wealth Consulting Group. He has worked previously at LPL Financial and V Wealth Advisors, among other firms. Wilkinson’s background also includes insurance agency work and service on a homeowners association board. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering a range of active and passive portfolio management solutions alongside legal support services and multi-platform advisory relationships.

Dakota Mc Kinsey is a financial advisor at Arvest Wealth Management with the Series 66 designation and one year of industry experience. Prior to joining Arvest Wealth Management, Dakota held positions at Arvest Bank and several other organizations across different sectors. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, nonprofits, and corporations. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis in its investment process, managing approximately $3.44 billion in assets for over 6,600 clients.

Thomas Cavaliere III is a financial advisor with IHT Wealth Management LLC in Leawood, KS. He holds a Series 66 credential and has 25 years of industry experience, including positions at NVISION Wealth Group and LPL Financial. Cavaliere serves as trustee of his and his wife’s trusts. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary model portfolios, third-party managers, and discretionary mandates.

Aaron Herwig is a financial advisor at WCG Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Herwig has experience in tax preparation and accounting through his involvement with H2 Tax Services LLC. WCG Wealth Advisors, LLC provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process using fundamental, technical, macroeconomic, and quantitative analysis across multiple custodial platforms, and integrates legal-service pathways to support comprehensive client needs.

Jeremy Askren is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 26 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of advising, he owns and operates Askren Tax Service and serves as an incorporated leader for the MSHS Boys Parent Group Association, focusing on fundraising activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management using fundamental and cyclical security analysis and offers a range of services including portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through its proprietary advisory platform.

Tagen Lindstrom is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has worked at Vision Bank and Central National Bank prior to joining CreativeOne Wealth. Lindstrom's background includes four years associated with Kansas State University. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm employs a mix of proprietary model portfolios and third-party managers across various investment strategies, serving primarily discretionary accounts.